Thepension401k
Firm details
- Headquarters
- ,
- CRD number
- 284453
- Website
- www.thepension401k.com
- Custodians
- MATRIX SECURITIES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Financial PlanningPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Thepension401k is organized as a limited liability company and operates with an individual owner. The firm targets institutional clients and provides advisory services that include financial planning, pension consulting work, and educational seminars or workshops. Its billing arrangements are flexible: it charges based on a percentage of assets under management, and can also invoice on an hourly or fixed-fee basis. The firm is not identified as an active ESG investor and is not listed as a multi-state registered adviser in the snapshot data. It is not categorized as a capital allocator and is classified as "unclassified" in the available profile. Thepension401k also notes an affiliation described as another investment adviser in the filings.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds95%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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